Commonwealth Retirement Consulting Services Team

Commonwealth Retirement Consulting Services Team

Commonwealth Retirement Consulting Services Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of knowledgeable and experienced retirement professionals at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the members on this team brings a breadth of experience in the industry and within his or her own specialization. Learn more about the Commonwealth team below.

Has prior experience in a variety of management, business automation, and relationship management positions at MFS Investment Management and Sun Life Financial

Michael Geraci, CRPC®, AIF®

Relationship Manager, Retirement Consulting Investment Platform

Manages Commonwealth’s Retirement Plan Investment Recommended List, which serves as a key resource to the firm’s advisors, by ensuring coverage across key asset classes and share classes for mutual funds, comingled trusts, stable value products, and target-date portfolios, as well as maintaining an industry blueprint as to which recordkeeping platforms offer these strategies

Holds a BA from the University of New Hampshire, an MS in finance from the Brandeis University International Business School, and a certificate in executive leadership from Vanderbilt University’s Owen Graduate School of Management

Has prior experience in the investments and retirement plan divisions at John Hancock, as well as in brokerage trading with Fidelity Investments

Steve Kochis

Manager, Retirement Programs

Oversees all workflow between the Retirement Consulting Services department and the rest of Commonwealth, third-party partners, and Commonwealth’s advisors

Manages the strategy and execution of the department’s policies and procedures

Holds FINRA Series 7, 24, and 66 securities registrations

Holds a degree from UMass Amherst

Has prior experience in retirement operations roles with Commonwealth

Mat Powers, CFA®, AIF®

Product Manager

Manages all aspects of Commonwealth’s retirement tool suite offerings, as well as all vendor relationships, and acts as a primary liaison for Commonwealth advisors who have questions or issues regarding these tools

Holds a bachelor’s degree from Syracuse University and a master’s degree in investment management from Boston University

Has prior experience as a product manager at Fidelity Investments and an investment specialist at BNP Paribas

Dan Collins, AIF®

Business Development Consultant

Works with advisors on driving retirement plan sales and improving the client experience

Consults on business development, product options, sales strategies, competitive positioning, service models, and best practices related to building and supporting a successful retirement plan practice

Holds the Accredited Investment Fiduciary® (AIF®) designation

Has attended both Eastern Nazarene College and Bridgewater State University

Has more than 17 years of experience in the 401(k) industry, including roles at MFS Investment Management, Sun Life, and The Hartford

Thomas Crutchfield, CFP®, AIF®, PPC™

Business Development Consultant

Works with advisors on driving retirement plan sales and improving the client experience

Consults on business development, product options, sales strategies, competitive positioning, service models, and best practices related to building and supporting a successful retirement plan practice

Serves as a member of the National Association of Plan Advisors (NAPA)

Holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, as well as Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant (PPC™) designations

Holds a BS in finance from the University of Houston

Has prior experience as the director of financial planning programs at Merrimack College, where he managed all aspects of the CFP® certification curriculum

John Peters, CFP®, AIF®, PPC™

Business Development Consultant

Works with advisors on driving retirement plan sales and helping to optimize their retirement practices

Consults on business development, product options, sales strategies, competitive positioning, service models, and best practices related to building and supporting a successful retirement plan practice

Holds FINRA Series 7, 63, and 65 securities registrations, as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant (PPC™) designations

Was recognized as one of the “Top 300 Most Influential Advisors in Defined Contribution” by 401kWire in 2009 and 2010

Holds a degree from Emory University in Atlanta

Has prior experience as an advisor to corporate retirement plans, where he was actively involved in sales/marketing and client service to plan sponsors nationwide

Allen Cohen

Retirement Sales Consultant

Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices, from new business development and plan proposals to plan design, product placement, and regulatory matters

Works with advisors on driving retirement plan sales and improving the client experience

Holds FINRA Series 6 and 63 securities registrations

Holds a BA from Bates College

Has prior experience at State Street Bank, CitiStreet, and ING/Voya

Andrew Farrell, CEBS, CRPS®, GFS®

Retirement Sales Consultant

Fields inquiries from advisors and provides retirement consultation to advisors on all aspects of their retirement practices, from new business development and plan proposals, to plan design, product placement, and regulatory matters

Has 17 years of experience in financial services and 11 years of experience specializing in defined contribution and 401(k) plans

Derenig Kostikian, CFP®, AIF®

Retirement Sales Consultant

Fields inquiries from advisors and provides retirement consultation to advisors on all aspects of their retirement practices, from new business development and plan proposals, to plan design, product placement, and regulatory matters

Has prior experience as a supervision analyst associate at First Allied Securities

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, ID, IL, MD, MO, MT, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.